Essential Documents for Your Estate Plan: A Comprehensive Overview
Summary of Essential Estate Planning DocumentsEstate planning involves a collection of critical documents designed to secure your future and protect your assets. This comprehensive guide serves as your roadmap to understanding the key documents that constitute a well-rounded estate plan. Whether you're exploring trusts, wills, powers of attorney, or specific arrangements like pet trusts and life estates, the links below provide invaluable insights into each document's purpose and significance. Begin your journey to comprehensive estate planning by exploring these essential resources, gaining the knowledge needed to make informed decisions about your legacy and financial security.
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Summary of Key Documents
- Get a concise overview of the pivotal documents that make up a comprehensive estate plan.
- Explore the world of trusts and their role in asset protection and distribution.
- Understand the flexibility and benefits of revocable trusts in estate planning.
- Delve into the specifics of irrevocable trusts and their advantages in estate management.
- Learn about the significance of wills in outlining your final wishes and asset distribution.
- Discover the importance of durable power of attorney in financial and legal matters.
- Understand how springing power of attorney functions in specific situations.
- Explore the critical role of health care proxies in medical decision-making.
- Gain insights into life estates and their use in property arrangements.
- Learn about pet trusts and how to ensure the well-being of your beloved companions.
Meet Our Estate Planning Lawyers
Emily Smith-Lee is the owner and founder of slnlaw. She is a 1996 graduate of Boston College Law School. She was previously a partner at the Boston office of a large international firm, where she worked for thirteen years before starting the firm that became slnlaw in 2009. She has been recognized as Massachusetts Superlawyer each year since 2013, and in 2018 earned recognition as one of Massachusetts Lawyers Weekly's Lawyers of the Year.
Jenna Ordway: Jenna is a 2013 graduate of Quinnipiac Law School, and also earned an LLM in Taxation from Boston University in 2015. She has been affiliated with slnlaw since 2011, first as a law clerk and then as an attorney. Jenna has been recognized since 2019 as a "Rising Star" by Massachusetts Superlawyers. Jenna wrote a book on estate planning: The Road to Peace of Mind: What You Need to Know About Estate Planning. Jenna has helped many individuals and families with planning to protect their legacies and loved ones, and planning for the future and succession of their businesses.
Sharleen Tinnin: Sharleen is a 2010 graduate of Northeastern University School of Law, and earned her LLM in estate planning from Western New England Scool of Law in 2016. She has been with slnlaw since 2023. Prior to joining slnlaw, she worked with King, Tilden, McEttrick & Brink, P.C. on complex civil litigation matters. She previously worked for the United States Department of Justice, and received an "Excellence in Justice" award in 2017. Sharleen has helped many clients with planning for their legacies and their future, and navigating the probate process in Massachusetts after the death of a loved one.
How We Can Help
We are ready to help. We understand this can be a difficult issue to tackle, so we have designed our process to make it as easy as possible for you to get the plan in place that protects you and your family and accomplishes your goals. You can use the button below to schedule a free information call, or simply give us a call at 781-784-2322.
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